HBK Sorce Advisory’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,432
| Closed | -$211K | – | 631 |
|
|
2023
Q4 | $211K | Buy |
7,432
+341
| +5% | +$9.7K | 0.01% | 510 |
|
|
2023
Q3 | $210K | Buy |
7,091
+572
| +9% | +$17K | 0.01% | 500 |
|
|
2023
Q2 | $217K | Buy |
+6,519
| New | +$217K | 0.01% | 519 |
|
|
2023
Q1 | – | Sell |
-10,002
| Closed | -$280K | – | 837 |
|
|
2022
Q4 | $280K | Buy |
+10,002
| New | +$280K | 0.01% | 574 |
|